SC Autograph Vibrant India Equity
Investment Strategy
Investment Approach
A judicious blend of macro-economic analysis and fundamental company valuation in portfolio construction.
Investment Objective
SCSI ND-PMS is designed to facilitate wealth creation through sustained, risk-managed investment performance. The strategy focuses on identifying investment prospects characterized by robust leadership and sustainable competitive advantages, acquired at attractive valuations. This approach prioritizes large-capitalization equities, maintaining an optimal mix of established companies and growth-oriented challengers.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.56% | -0.28% | -1.28% |
| 3 MONTHS | 5.84% | 6.33% | -0.49% |
| 6 MONTHS | -0.37% | 2.92% | -3.29% |
| 1 YEAR | 9.07% | 11.88% | -2.81% |
| 2 YEAR | 18.48% | 10.98% | 7.50% |
| 3 YEAR | 20.93% | 14.32% | 6.61% |
| 5 YEAR | 18.12% | 14.68% | 3.44% |
| SINCE INCEPTION | 13.54% | 11.46% | 2.08% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 9.07% |
| CY 2024 | 28.71% |
| CY 2023 | 25.98% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 13.26% |
| FY 25 | 16.80% |
| FY 24 | 38.03% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Trent Ltd [Lakme Ltd] 7.60%
- Reliance Industries Ltd 6.37%
- HDFC Bank Ltd. 6.00%
- Persistent Systems Limited 5.96%
- Nippon Life India Asset Management Limited. 5.80%
Top 5 Sectors
- Financial Services 36.89%
- Information Technology 11.14%
- Consumer Services 7.60%
- Metals & Mining 7.51%
- Oil, Gas & Consumable Fuels 6.37%
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: No Option
Hurdle: No Option
Profit Sharing: No option
Exit Load
Year 1: 1.5%
Year 2: 1%
Year 3: 0.5%
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Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)